Envestnet Portfolio Solutions
DGS icon

Envestnet Portfolio Solutions’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

Envestnet Portfolio Solutions’s Portfolio DGS Stock Details DGS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-3,916
Closed -$201K – 1689
2024
Q2 		$201K Buy
+3,916
New +$202K ﹤0.01% 1588

Other funds holding DGS

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UA
Unison Advisors Washington, District of Columbia $1.32B AUM 20.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Envestnet Portfolio Solutions's DGS Position: Q3 2024 in Review

Envestnet Portfolio Solutions sold out of WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) in Q3 2024, closing a stake of 3,916 shares — an estimated $201K sold.

Envestnet Portfolio Solutions first reported a position in DGS in Q2 2024 and held it in 1 quarter. The position peaked at $201K in Q2 2024. 232 funds tracked by Wall St. Rank hold DGS as of Q3 2024.

  • Envestnet Portfolio Solutions reported no remaining WisdomTree Emerging Markets SmallCap Dividend Fund position as of Q3 2024 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 3,916 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q3 2024, an estimated $201K.
  • Envestnet Portfolio Solutions first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q2 2024 and held it in 1 quarter.
  • Envestnet Portfolio Solutions's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $201K in Q2 2024.
  • 232 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q3 2024.

Based on Envestnet Portfolio Solutions's 13F filing for Q3 2024, filed 31 Oct 2024.